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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,758 | $101,672-48.1% | $147,117-64.1% | $74,478-29.2% |
| Participation rate | 52.7% | 75.5%-22.9pp | 82.2%-29.5pp | 67.2%-14.5pp |
| Annual return | 34.88% | 8757.83%-8722.9pp | 420.54%-385.7pp | 1370.56%-1335.7pp |
| Employer contribution / active EE | $637 | $3,813-83.3% | $4,932-87.1% | $2,626-75.7% |
| Participant deferral / active EE | $5,337 | $7,305-26.9% | $8,065-33.8% | $4,350+22.7% |
| Admin fee / account holder | $3,202 | $1,753+82.6% | $12,993-75.4% | $1,946+64.5% |